VALUE INVESTING COURSE OUTLINE

1 DAY COURSE OUTLINE - VALUE INVESTING

Synopsis:  

With duly acquired skills, innate discipline, and an objective approach, the profession of value investor can be highly rewarding and inspiring. Investing is multi-disciplinary as it brings together elements of finance, strategy, marketing, operations, and financial reporting, among others, into one place. 

Value investing basically involves buying securities that are underpriced – and selling those that are overpriced – with a great emphasis on the margin of safety. Bill Graham pioneered this approach, while the likes of Warren Buffet gave it the centre-stage exposure that it deserved. 

Value investors are able to generate outsized returns on a consistent basis in investment strategies
that tend to outperform over a longer-term investment horizon. As such, this course is intended to provide participants with key investment tools and they will be working with given real time financial statements. 

Deliverables:

Upon completion of this course, participants will be able to:

1.  Identify the strong fundamental sound company that is suitable for value investing;

2.  Differentiate between growth stock and value stock;

3.  Have sound comprehension of what stocks constitute as value stock in term of its characteristics; business and mission.

4.  Understand why this stock can outperform the market and deliver excellent result; and  

5.  Address those critical concerns especially in relation to the investors’ perspective.

6.  Understand the economic, business, and financial analysis unique to value investing; 

7.  Analyze a range of public-company business for investment purposes; 

8.  Value public companies and securities through a range of financial analysis tools; and

9.  Learn about, conduct, and effectively communicate to investors the original investment research focused on publicly listed companies.

OUTLINE
Day I

Icebreaker

MODULE: 1

Understand what makes value investing

·       Icebreaker

·       What makes value investing

·       Formulae

·       Why Qualitative insight is crucial

·       Clear understanding of core competencies & their importance

·       Long term shareholders

MODULE: 2

Holistic Approach  

 ·       

Causes and consequences

·       Financial and Non-financial perspectives

·       The leading and lagging indicators, its relationships & implications

·       Seeing the invisible

·       Multi-dimension to shape its future especially in today’s fast changing world (6 Ps)

·       Hands On experience

   

MODULE: 3

Free Cash Flow 

-       Why cash flow is important than profit

-       Cash Conversion Cycle 

-       Real application & exercise 

-       Understand their stories 

-       Its value, vision & mission

-       Identify Core Challenges? 

-        

MODULE: 4

Qualitative aspects of the Company

·         Game

·         Brain of the company

·         Why you need three key ingredients of Integrity, Intelligence and Energy that can direct, drive and deliver its excellent results,

·     How value, beliefs and culture play a crucial roles and how it has been applied in Walmart.

Video – empty your mind & its qualities

MODULE: 5

Response well with external changes

·       SWOT

·       Focus on Inner and response well to external changes

·       Like water

·       Core competency and not capability

·       Transformational video

Simple business and it model

Sum up / Q & A / Discussion

Sum Up/ Q & A 

Key take-back messages

END OF DAY 1